> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Release Altruist data to Slant

> Enable the Slant integration in the Altruist Advisor Portal and enter the rep codes Altruist shows you.

## Enable the Slant integration in Altruist

Open **Settings → Custodian → Altruist** in Slant. The setup dialog walks you through each step and saves your progress, so you can close it and come back.

1. In the Altruist Advisor Portal, open **Settings → Integrations**.
2. Find the **Slant CRM** card and select **Connect**.
3. Authorize the feed.

Altruist confirms that your Slant data feed is active and shows the Altruist rep code(s) associated with your data. Confirm in Slant once the feed is enabled.

## Add your rep codes

Enter the rep code(s) Altruist showed you. Slant then lists your books for each code. Choose which books should receive those accounts; you can change this later in **Books & codes**.

Rep codes are verified automatically. Your account data begins appearing after the next nightly delivery, and Slant emails you when the connection is live.

## Household linking

Altruist files do not include tax IDs or phone numbers, so Slant links accounts to households by owner names. Review the suggested matches under [linking accounts](/setting-up-slant/integrations/custodian/linking).

## Stop sharing data

Return to **Settings → Integrations** in the Altruist Advisor Portal and disconnect **Slant CRM**. For integration questions on the Altruist side, contact [partnersupport@altruist.com](mailto:partnersupport@altruist.com).